Experience and Background

A Perfect Partnership
I am dedicated to helping you achieve your financial goals. As I partner with you in helping to reach financial success and security, I will assess your acceptable level of risk and balance it with a customized strategy to help reach your long-term goals. Our valuable resources help to serve those at all levels -- beginners, business owners, retirees and a full array of high net-worth investors.

My Secret Weapon
If you’ve heard someone described as ‘having heart,’ my team embodies that ethic in our day-to-day operations. I take great care to help monitor your assets, making adjustments and protecting you on your road to financial success. ‘Client Service’ is our daily mantra! And I have the considerable resources for up-to-the minute market updates, advice and consultation -- with the advanced technology to execute the strategy for best results.

Get to Know Me
When I’m not strategizing your portfolio, I’ll be scuba diving, wine-tasting or at a sushi bar. As a former DJ, I love listening to everything from hip hop to country while I take my two pups on a walk or head for a game of b-ball with the guys.

Sports is a big part of life for me and I am blessed with a family legacy including my Baseball Hall-of-Fame grandfather, Paul Blair, Jr, of the Yankees and Orioles; my dad, Paul Blair III, who played for the Giants, Tigers and Cubs -- and who recently coached a local three-peat winning team for the California state championship.

Most importantly, there is my upcoming wedding to the love of my life, Clairissa. We’ve been together eight years since we met in college and are exchanging our lifelong vows in October (our May wedding was pandemic-deferred).

My Personal Interests

  • Scuba Diving
  • Football
  • Spending Time with Family
  • Community Outreach
  • Vintage Cars

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun By Appointment Only

Branch Team

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